Janus Henderson Small-Mid Cap Value Fund (JVSCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.14: the stock has moved about 14% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJanus Henderson Small-Mid Cap Value Fund (JVSCX) trades at $14.75. Janus Henderson Small-Mid Cap Value Fund (JVSCX) invests in small- and mid-sized companies, primarily focusing on those included in the Russell 2500 Value Index. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for JVSCX: JVSCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Janus Henderson Small-Mid Cap Value Fund (JVSCX) Financial Services Profile
Janus Henderson Small-Mid Cap Value Fund is a financial services company focused on investing in small- and mid-cap value stocks, primarily within the Russell 2500 Value Index, offering investors exposure to this segment while managing risk through strategic cash allocations based on market conditions and investment opportunities.
What Is the Investment Thesis for JVSCX?
Janus Henderson Small-Mid Cap Value Fund presents a focused investment strategy targeting small- and mid-cap value stocks, aligning with the Russell 2500 Value Index. The fund's ability to increase cash holdings during unfavorable market conditions offers a defensive mechanism, potentially reducing downside risk. However, the fund's performance is highly dependent on the expertise of its portfolio managers in identifying undervalued companies and navigating market volatility. With a market cap of $0.08 billion and a beta of 1.14, the fund exhibits moderate volatility relative to the broader market. The absence of a dividend yield may deter income-focused investors, but the potential for capital appreciation remains the primary driver for investment.
Based on FMP financials and quantitative analysis
JVSCX Key Highlights
The fund invests at least 80% of its net assets in small- and mid-cap companies, providing focused exposure to this market segment.
- The fund's investment universe is guided by the Russell 2500 Value Index, ensuring a value-oriented approach.
- Portfolio managers have the flexibility to increase cash holdings during unfavorable market conditions, offering a defensive strategy.
- The fund has a market capitalization of $0.08 billion, indicating its size within the asset management landscape.
- The fund's beta of 1.14 suggests moderate volatility compared to the overall market.
Who Are JVSCX's Competitors?
JVSCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CHASX Chase Growth Fund | $20.17 | +1.46% | $141M | — |
| DEVDX Driehaus Event Driven Fund | $11.30 | -0.15% | $93.2M | — |
| ETIEX Eventide Exponential Technologies Fund | $18.87 | +1.13% | $117M | — |
| GDL The GDL Fund | $8.32 | -0.30% | $93.2M | — |
| LMVYX Lord Abbett Focused Small Cap Value Fund | $32.02 | +1.52% | $94.3M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JVSCX's Key Strengths?
Experienced portfolio management team.
- Disciplined value investing approach.
- Established brand reputation of Janus Henderson.
- Flexibility to increase cash holdings during market downturns.
What Are JVSCX's Weaknesses?
Dependence on portfolio manager's stock selection skills.
- Potential for underperformance during growth-oriented market cycles.
- Limited dividend yield may deter income-focused investors.
- Small market capitalization may limit liquidity.
What Are the Key Risks for JVSCX?
Market volatility and economic downturns impacting fund performance.
- Increased competition from other asset management firms.
- Changes in investor sentiment towards value investing.
- Dependence on portfolio manager's stock selection skills.
- Regulatory changes and compliance costs.
What Are JVSCX's Competitive Advantages?
- Established brand reputation of Janus Henderson.
- Experienced portfolio management team.
- Disciplined investment approach focused on value investing.
- Access to research and resources within the Janus Henderson organization.
What Does JVSCX Do?
Janus Henderson Small-Mid Cap Value Fund is an asset management fund that focuses on investing in small- and mid-sized companies. The fund's primary objective is to achieve capital appreciation by investing at least 80% of its net assets, plus any borrowings for investment purposes, in the common stocks of small- and mid-sized companies. These companies typically have market capitalizations less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 Value Index. This benchmark serves as a guideline for the fund's investment universe, ensuring a focus on value-oriented opportunities within the small- to mid-cap space. The fund is managed by portfolio managers who have the discretion to increase the fund's cash or similar investments when market conditions are deemed unfavorable or when attractive investment opportunities are limited. This flexibility allows the fund to mitigate potential losses during market downturns and preserve capital for future deployment. The fund is based in Denver, US.
What Products and Services Does JVSCX Offer?
- Invests in common stocks of small- and mid-sized companies.
- Targets companies with market capitalization less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 Value Index.
- Allocates at least 80% of net assets to these investments.
- May increase cash or similar investments during unfavorable market conditions.
- Aims to achieve capital appreciation through value investing.
- Manages a portfolio of diversified small- and mid-cap stocks.
How Does JVSCX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Charges expense ratios to cover operational costs.
- Aims to outperform its benchmark index (Russell 2500 Value Index) to attract and retain investors.
What Industry Does JVSCX Operate In?
Janus Henderson Small-Mid Cap Value Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by macroeconomic factors, regulatory changes, and investor sentiment. The fund's focus on small- and mid-cap value stocks places it within a specific niche of the market, catering to investors seeking exposure to this segment. Competitors such as CHASX, DEVDX, ETIEX, GDL, and LMVYX offer similar investment strategies, highlighting the competitive landscape. The growth of the asset management industry is driven by factors such as increasing wealth, aging populations, and the demand for retirement planning solutions.
Who Are JVSCX's Key Customers?
- Individual investors seeking exposure to small- and mid-cap value stocks.
- Institutional investors looking for diversified investment strategies.
- Retirement plans and endowments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
JVSCX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team.
- Disciplined value investing approach.
- Established brand reputation of Janus Henderson.
- Flexibility to increase cash holdings during market downturns.
Bear Case
- Dependence on portfolio manager's stock selection skills.
- Potential for underperformance during growth-oriented market cycles.
- Limited dividend yield may deter income-focused investors.
- Small market capitalization may limit liquidity.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JVSCX Latest News
No recent news available for JVSCX.
JVSCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JVSCX.
Price Targets
Wall Street price target analysis for JVSCX.
JVSCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JVSCX; grades run from A+ (80-100) to F (below 30).
Janus Henderson Small-Mid Cap Value Fund ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. For JVSCX, as an ADR, it represents ownership in a fund based in Denver, US, allowing U.S. investors to invest in it without the complexities of cross-border transactions. It simplifies trading, as it's denominated in U.S. dollars and trades during U.S. market hours.
- Home Market Ticker: Primary stock exchange and country: United States (Denver, US)
- ADR Level: 2
- ADR Ratio: 1:1
JVSCX Financials Stock FAQ
What regulatory challenges does Janus Henderson Small-Mid Cap Value Fund face?
Janus Henderson Small-Mid Cap Value Fund faces regulatory oversight from the Securities and Exchange Commission (SEC) in the United States. The fund must adhere to strict guidelines regarding fund structure, asset valuation, and reporting requirements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-17.